Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Oddity Tech Ltd. (ODD) Slid as the Results Fell Short of Expectations
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Carpenter Technology Corporation (CRS) Traded Lower in Q3
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Powell Industries (POWL) Benefited from Data Center CapEx Spending
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s What Lifted Joby Aviation (JOBY) in Q3
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Bloom Energy Corporation (BE): Powering the Future of AI Data Centers
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Polen U.S. Small Cap Growth Strategy’s Q3 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s How Apple (AAPL) Impacted Baron Opportunity Fund’s Performance
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Opportunity Fund’s Q3 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter.
Do You Believe Synopsys (SNPS) Has Promising Potential?
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
10 Best Crypto-Related Stocks to Invest In
Heightened volatility and mixed investor sentiment can be seen across the cryptocurrency market, as digital assets decline amid shifting macroeconomic conditions and evolving ...
Tourlite Fund’s New Long Addition: TIC Solutions (TIC)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Potential of FTAI Aviation (FTAI)?
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are Tourlite Fund’s Thoughts on FTAI Infrastructure (FIP)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
13 Stocks That Crossed Jim Cramer’s Radar
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the weakness in the stock market as technology stocks headed towards ending a seven-month winning streak...
Tourlite Capital Management’s Q3 2025 Investor Letter
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter.
What Makes Birkenstock Holding plc (BIRK) a Unique Asset?
Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Morgan Stanley (MS) in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
Here’s Why SCCM Value Equity Fund Sold Sempra (SRE) in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
SCCM Value Equity Fund Sold Kenvue (KVUE) Due to Less Compelling Valuation
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
Bristol Myers Squibb Company (BMY) Slipped due to Lowered EPS Guidance
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
Here’s Why The Cigna Group (CI) Traded Lower in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
Mondelez International (MDLZ) Fell -6.6% in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...
EON Resources Inc. (AMEX:EONR) Q3 2025 Earnings Call Transcript
Operator: Welcome to the EON Resources Inc. announces Third Quarter 2025 Earnings Call.
Wix.com Ltd. (NASDAQ:WIX) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Wix.com Ltd.'s Third Quarter 2025 Earnings Conference Call.
IceCure Medical Ltd (NASDAQ:ICCM) Q3 2025 Earnings Call Transcript
IceCure Medical Ltd (NASDAQ:ICCM) Q3 2025 Earnings Call Transcript November 19, 2025IceCure Medical Ltd misses on earnings expectations.
Data Storage Corporation (NASDAQ:DTST) Q3 2025 Earnings Call Transcript
Data Storage Corporation (NASDAQ:DTST) Q3 2025 Earnings Call Transcript November 19, 2025Data Storage Corporation beats earnings expectations.
Global-e Online Ltd. (NASDAQ:GLBE) Q3 2025 Earnings Call Transcript
Global-e Online Ltd. (NASDAQ:GLBE) Q3 2025 Earnings Call Transcript November 19, 2025Global-e Online Ltd. beats earnings expectations.
BingEx Limited (NASDAQ:FLX) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to BingEx' 2025 Third Quarter Financial Results Conference Call. Today's conference is being recorded.
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Q3 2025 Earnings Call Transcript
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Q3 2025 Earnings Call Transcript November 19, 2025Kingsoft Cloud Holdings Limited beats earnings expectations.
Universal Technical Institute, Inc. (NYSE:UTI) Q4 2025 Earnings Call Transcript
Universal Technical Institute, Inc. (NYSE:UTI) Q4 2025 Earnings Call Transcript November 19, 2025Universal Technical Institute, Inc. beats earnings expectations.
Valvoline Inc. (NYSE:VVV) Q4 2025 Earnings Call Transcript
Operator: Hello, and welcome everyone to the Valvoline Inc.'s 4Q Earnings Conference Call and Webcast. My name is Becky, and I'll be your operator today.
ProPhase Labs, Inc. (NASDAQ:PRPH) Q3 2025 Earnings Call Transcript
ProPhase Labs, Inc. (NASDAQ:PRPH) Q3 2025 Earnings Call Transcript November 19, 2025ProPhase Labs, Inc. misses on earnings expectations.
Lowe’s Companies, Inc. (NYSE:LOW) Q3 2025 Earnings Call Transcript
Lowe's Companies, Inc. (NYSE:LOW) Q3 2025 Earnings Call Transcript November 19, 2025Lowe's Companies, Inc. beats earnings expectations.
Lowe’s Companies, Inc. (NYSE:LOW) Q3 2026 Earnings Call Transcript
Lowe's Companies, Inc. (NYSE:LOW) Q3 2026 Earnings Call Transcript November 19, 2025Lowe's Companies, Inc. beats earnings expectations.
Palo Alto Networks, Inc. (NASDAQ:PANW) Q1 2026 Earnings Call Transcript
Palo Alto Networks, Inc. (NASDAQ:PANW) Q1 2026 Earnings Call Transcript November 19, 2025Palo Alto Networks, Inc. beats earnings expectations.
Agora, Inc. (NASDAQ:API) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Agora, Inc. Third Quarter 2025 Financial Results Conference Call.
The TJX Companies, Inc. (NYSE:TJX) Q3 2026 Earnings Call Transcript
The TJX Companies, Inc. (NYSE:TJX) Q3 2026 Earnings Call Transcript November 19, 2025The TJX Companies, Inc. beats earnings expectations.
GDS Holdings Limited (NASDAQ:GDS) Q3 2025 Earnings Call Transcript
GDS Holdings Limited (NASDAQ:GDS) Q3 2025 Earnings Call Transcript November 19, 2025GDS Holdings Limited beats earnings expectations.
Nayax Ltd. (NASDAQ:NYAX) Q3 2025 Earnings Call Transcript
Operator: Hello, everybody. And welcome to Nayax Ltd.'s Third Quarter 2025 Earnings Conference Call. All participants are in a listen-only mode.
Target Corporation (NYSE:TGT) Q3 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Target Corporation Third Quarter Earnings Release Conference Call.
Williams-Sonoma, Inc. (NYSE:WSM) Q3 2025 Earnings Call Transcript
Williams-Sonoma, Inc. (NYSE:WSM) Q3 2025 Earnings Call Transcript November 19, 2025Williams-Sonoma, Inc. beats earnings expectations.
Williams-Sonoma, Inc. (NYSE:WSM) Q3 2026 Earnings Call Transcript
Williams-Sonoma, Inc. (NYSE:WSM) Q3 2026 Earnings Call Transcript November 19, 2025Williams-Sonoma, Inc. beats earnings expectations.
Viking Holdings Ltd (NYSE:VIK) Q3 2025 Earnings Call Transcript
Viking Holdings Ltd (NYSE:VIK) Q3 2025 Earnings Call Transcript November 19, 2025Viking Holdings Ltd beats earnings expectations.
Algorhythm Holdings, Inc. (NASDAQ:RIME) Q3 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Algorhythm Holdings Third Quarter 2025 Financial Results Earnings Call. My name is Elvis, and I'll be your operator today.
Dycom Industries, Inc. (NYSE:DY) Q3 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Dycom Industries, Inc. Third Quarter 2026 Results Conference Call.
Qfin Holdings, Inc. (NASDAQ:QFIN) Q3 2025 Earnings Call Transcript
Qfin Holdings, Inc. (NASDAQ:QFIN) Q3 2025 Earnings Call Transcript November 18, 2025Qfin Holdings, Inc. misses on earnings expectations.
Klarna Group plc (NYSE:KLAR) Q3 2025 Earnings Call Transcript
Andrea Ferraz Estrada: Good morning, everyone, and welcome to Klarna's Third Quarter 2025 Earnings Call.
Powell Industries, Inc. (NASDAQ:POWL) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Powell Industries Earnings Conference Call. [Operator Instructions]. Please note this event is being recorded.
Star Bulk Carriers Corp. (NASDAQ:SBLK) Q3 2025 Earnings Call Transcript
Operator: Thank you for standing by, ladies and gentlemen, and welcome to the Star Bulk Carriers Conference Call on the Third Quarter 2025 Financial Results.
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